Investment advice

Investment advice is provided on a fee only basis. We will charge a fee which will be agreed with you in advance. Typically this will be a fixed fee based on your circumstances and the work you have asked us to do on your behalf.

Where we provide an ongoing service, we will normally charge an ongoing annual fee of 1% of the investment amount.  The charge for this service will be in addition to the fees above.

 

Regulated Mortgage advice

A fee of 1% of the total mortgage facility will be charged due on your acceptance of the mortgage offer. For a mortgage of £200,000 the fee due would be £2,000. Any fee that we receive from the lender will be refunded to you.

A fee of £350 per hour will be payable at outset and £350 per hour when you apply for a mortgage. Any fee that we receive from the lender will be refunded to you.